Method Community

Hi Chris, I am having some difficulty understanding exactly what you are wanting to do between sreens, could you elaborate more on this? Would you be able to let me know which Screens you are attempting to transition from and to?  Example are you going form Edit Customer Screen to Invoice Screen?  Are you already on the Invoice ...

Hi DavidD, We have been looking into the issue you mentioned in this post in regards to the Purchase Order Address Line.  I was able to replicate this issue on my end, and have put in a ticket to have this investigated further from our development team to look for a fix. At this point I can’t give you an exact time frame for a ...

Hi Robyn, It is hard to answer your question without getting a little more information from you. Was the convert to customer button supposed to be on your customized lead screen from your discussions with your Method Consultant, or is it something you realized after the customization work was complete that it would be useful? Do you recall ...

[quote user="furrywombat"] Hi Ben, Looks like we're almost there... one issue I'm having now, the only fields that appear to be editable are QTY ORD / QTY REC'D... two fields I do not wish to be editable. The one field that I want the users to be able to edit, the added field ItemStatusNotes, is throwing an error when ...

[quote user="furrywombat"] Can't believe I missed that! Well, I changed the setting, but no 'Edit' link or button is showing up anywhere. [/quote] Hi furrywombat, You are actually correct, the "Edit..." link suggested from step5of9 won't show up in the grid.  All you have to do is edit the ...

Hello Furrywombat, There are a couple of different ways that you can go about doing this, however before getting into too much detail, it would help to get a better understanding of what are trying to achieve.  If you are looking to simply edit the fields from the Screen’s Grid and have it update only on the Method side, then you ...

Hi Martin,  This issue has been resolved with the latest update . You can verify this by logging into your account. You wont need to use the workaround anymore.

Hi Jdibona, Yes, you are able to change font type & size for email templates. To do this, you will first have to: Go to the Home tab then click on the Email Templates tab link. Edit the specific email template then click Save. *Note: I highly recommend making a duplicate of the stock template before ...

Hi Mike, Based on your end goal, there is an easier approach for this.  You can do the following: (This solution assumes your records are based off the Customer table) Loop through the grid for checked cells Update IsActive value to False in Customer table where Customer Record ID equals value from row Record ID (the grid ...

Hi Dan, It seems like you are asking about customizing the ‘Existing Opportunities List’ screen. Is this correct? Yes, through customization, you can modify the opportunities grid properties & values. More specifically, you can: Rename the specific header to ‘Opp. Name/Stage’ Remove the Assign To ...